+109.5%
AXON vs RY
+124.6%
-15.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -2.9% | -6.9% | -7.9% |
| 7D | -12.7% | -1.1% | -11.6% | -11.8% |
| 30D | -8.6% | +4.4% | -13.0% | -11.0% |
| 3M | -37.2% | -2.9% | -34.3% | -36.0% |
| 6M | +0.5% | +15.6% | -15.1% | -9.0% |
| YTD | -32.6% | +21.8% | -54.5% | -41.1% |
| 1Y | -40.2% | +42.6% | -82.8% | -52.8% |
| 3Y | +76.1% | +160.9% | -84.8% | -7.5% |
| 5Y | +109.5% | +126.1% | -16.6% | +19.8% |
| All | +109.5% | +124.6% | -15.2% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling